Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,574 | $150,442-88.3% | $136,295-87.1% | $147,585-88.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 35.79% | 1049.09%-1013.3pp | 5155.97%-5120.2pp | 578.56%-542.8pp |
| Employer contribution / active EE | $645 | $5,256-87.7% | $4,695-86.3% | $4,876-86.8% |
| Participant deferral / active EE | $3,211 | $6,630-51.6% | $6,247-48.6% | $5,439-41.0% |
| Admin fee / account holder | $426 | $10,905-96.1% | $9,243-95.4% | $10,885-96.1% |